REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF THE COUNTY OF SAN BERNARDINO
AND RECORD OF ACTION
October 27, 2020
FROM
ENSEN MASON, Auditor-Controller/Treasurer/Tax Collector
SUBJECT
Title
Transfer of Unclaimed Assessment Reduction Property Tax Refunds to the County General Fund
End
RECOMMENDATION(S)
Recommendation
Authorize the Auditor-Controller/Treasurer/Tax Collector to transfer to the County General Fund unclaimed assessment reduction property tax refunds in an amount not to exceed $1,243,979 for refunds issued prior to July 1, 2016.
(Presenter: Douglas R. Boyd, Assistant Auditor-Controller/Treasurer/Tax Collector, 382-7004)
Body
COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Operate in a Fiscally-Responsible and Business-Like Manner.
FINANCIAL IMPACT
Approval of this item will result in additional discretionary revenue in an amount not to exceed $1,243,979. The details of the necessary budget adjustments will be included in the 2020-21 Second Quarter Budget Report, and will increase revenue and contingencies by $743,979 in the Financial Administration budget (116 1000). The remaining $500,000 has been included as sources in the 2020-21 Auditor-Controller/Treasurer/Tax Collector (ATC) budget (3404001000).
Refund Year*
Number of Unclaimed Refunds
Unclaimed Refund Amount
2013 & Prior
148
$ 31,113
2014
580
201,694
2015
6,181
539,711
2016
5,412
471,461
Total
12,321
$ 1,243,979
*The statistics are reported by calendar year (January 1 through December 31). The amounts reported for 2014 contain unclaimed refunds extended on or after August 25, 2014. The amounts for 2013 and prior represent warrants that stale dated after the Board of Supervisors (Board) approved Item No. 15 on December 18, 2018, authori...
Click here for full text